Customer Support Advisor, BMO Investorline (Bilingual in French and English)

Address:

Role Overview: 

• 100% Work from home, including training  

• Availability to work between 8:00AM and 8:00PM EST Monday to Friday (37.5 hours per week) 

The role involves making outbound calls to BMO InvestorLine clients to request any missing items and clarify document requirements to facilitate timely processing.  

Key Responsibilities: 

• Conduct outbound calls to clients to follow up on incomplete applications or missing documentation and clearly communicate requirements. 

• Respond to client inquiries, issues, and requests in a professional and timely manner. 

• Review submitted documents, identify gaps, and guide clients on next steps to ensure completion. 

• Manage client interactions end-to-end, ensuring requests are resolved or routed to the appropriate internal teams. 

• Escalate complex or unresolved issues to senior team members when required. 

• Accurately document all client interactions and ensure updates are recorded in accordance with procedures. 

• Maintain confidentiality of client and Bank information at all times. 

• Monitor and report any suspicious activity in line with Anti-Money Laundering (AML) requirements. 

• Adhere to all regulatory and compliance standards, including AML, Terrorist Financing, FCAC consumer provisions, and Privacy Act requirements. 

• Stay informed on internal processes, policies, and relevant updates to support accurate guidance to clients. 

• Complete assigned tasks within defined guidelines and escalate issues as needed. 

Qualifications: 

• Typically 1–2 years of relevant experience; post-secondary education in a related field is an asset or equivalent combination of education and experience 

• Fluency in spoken French and English

• High school diploma or equivalent work experience required. 

• Good organizational, collaboration, and teamwork skills. 

• Basic understanding of risk management and compliance practices. 

• Familiarity with BMO InvestorLine products and services is an asset. 

• Working towards the Canadian Investment Regulatory Exam (CIRE) via CIRO is preferred. 

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.